Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We …
Inflation continued to bound higher last month. The Consumer Price Index (CPI) climbed 0.8% last month and is 7.9% higher than one year ago. The big culprits were food and energy. Food prices leapt 1% last month and gasoline prices increased 6.6% as part of an increase in overall energy pri …
Americans made 13 million math errors on their 2020 tax returns and many couldn’t understand what their mistake was even after reading the IRA Notice, according to National Taxpayer Advocate Erin Collins. Here are 11 tips to help you file your 2021 tax return as seamlessly as possible.
By Jackie Heater, Director of Client Relations What is wealth? Ask 10 people to define wealth, and you’ll probably get 10 different answers. And while most people define wealth as simply an abundance of money, many people wonder what the true meaning of wealth is. At Gertsema Wealth Advisor …
By Mike Gertsema, Senior Wealth Advisor We’ve noticed a trend with new clients regarding 0% or very low interest rate financing for big purchases such as furniture, appliances, home improvement projects, cars, campers and boats.
Concerns the Russian invasion of Ukraine will draw more countries into the conflict raised risk and pushed global markets lower. Statements about nuclear forces going on alert and world leaders discussing a no-fly zone concerned investors.
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
